IP
SO icon

Investment Partners’s Southern Company SO Stock Holding History

Investment Partners’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,474
Closed -$576K – 228
2022
Q3 		$576K Buy
+8,474
New +$642K 0.17% 121
2016
Q4 		– Sell
-7,948
Closed -$408K – 165
2016
Q3 		$408K Buy
+7,948
New +$419K 0.23% 104
2016
Q2 		– Sell
-8,012
Closed -$375K – 155
2016
Q1 		$375K Buy
+8,012
New +$390K 0.24% 99

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Partners's SO Position: Q4 2022 in Review

Investment Partners sold out of Southern Company (SO) in Q4 2022, closing a stake of 8,474 shares — an estimated $576K sold.

Investment Partners first reported a position in SO in Q1 2016 and held it in 3 quarters. The position peaked at $576K in Q3 2022. 1,733 funds tracked by Wall St. Rank hold SO as of Q4 2022.

  • Investment Partners reported no remaining Southern Company position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 8,474 Southern Company shares in Q4 2022, an estimated $576K.
  • Investment Partners first reported a position in Southern Company in Q1 2016 and held it in 3 quarters.
  • Investment Partners's Southern Company position peaked at $576K in Q3 2022.
  • 1,733 funds tracked by Wall St. Rank held Southern Company as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.